Glass Jacobson Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.5K	Buy	734 +4	+0.5%	+$132	0.01%	392
2026 Q1	$21.2K	Hold	730	–	–	0.01%	406
2025 Q4	$20.8K	Hold	730	–	–	0.01%	400
2025 Q3	$20.4K	Buy	730 +10	+1%	+$267	0.01%	397
2025 Q2	$18.2K	Sell	720 -30,286	-98%	-$716K	0.01%	394
2025 Q1	$802K	Hold	31,006	–	–	0.26%	107
2024 Q4	$802K	Sell	31,006 -20	-0.1%	-$532	0.26%	107
2024 Q3	$799K	Buy	31,026 +1,060	+4%	+$26.3K	0.26%	106
2024 Q2	$711K	Buy	29,966 +3,136	+12%	+$74.3K	0.26%	103
2024 Q1	$661K	Buy	26,830 +1,374	+5%	+$32.2K	0.25%	108
2023 Q4	$601K	Buy	25,456 +11,756	+86%	+$248K	0.25%	108
2023 Q3	$284K	Buy	13,700 +9,052	+195%	+$199K	0.13%	168
2023 Q2	$102K	Buy	+4,648	New	+$96.9K	0.05%	261
2022 Q4	$134K	Buy	+6,604	New	+$135K	0.07%	236

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHA Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.55% in Q2 2026, buying an estimated $132 and bringing the position to 734 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #392.

Glass Jacobson Investment Advisors first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $802K in Q1 2025. 1,354 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Glass Jacobson Investment Advisors held 734 shares of Schwab U.S Small- Cap ETF worth $26.5K as of Q2 2026.
Glass Jacobson Investment Advisors bought 4 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $132.
Schwab U.S Small- Cap ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #392 holding.
Glass Jacobson Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $802K in Q1 2025.
1,354 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.